171 client manager jobs found

Would you like to take ownership in a dynamic, high-growth business that truly walks the talk? Oswald Companies seeks goal-driven professionals ready to take their career to the next level. Job Summary The Client Manager will be responsible for providing quality client management of client relationships by anticipating client needs and questions, performing research to ensure the client’s employee benefits program supports their financial and organizational goals, and providing renewal management with oversight, guidance, and input from other senior members of the team. This also includes growth on the current book of business, an understanding of the client’s business, and a minimum of 95% retention and client satisfaction rating. Essential Functions Quality, Client Service & Expertise Proficiently manage the client service cycle, monitor time frames and meet renewal deadlines. With oversight, guidance and input from the CE/Producer: Participate in annual...

About Specialty Program Group: Our goal is to partner with industry-leading specialty businesses to provide them with the ability to achieve their goals and optimize their businesses. Specialty Program Group offers access to capital and investment, deep carrier relationships, creative thinking, product development and broad distribution, while allowing our businesses to maintain the essence of what makes them successful. Specialty Program Group delivers leading-edge specialty expertise backed by transformative digital capabilities and sophisticated data and analytics. About Global Marine With a reputation for careful underwriting of each risk, Global Marine has the ability to place cost effective and comprehensive coverage for your client’s watercraft and yacht needs. In addition to marine related expertise, GMIA also has placement solutions for your client’s RV/Motorcoach risks that fall outside of the standard market. Global Marine offers extensive boat insurance...

Who We Are   At HUB International, we are a team of entrepreneurs. We believe in empowering our clients, and we do so by protecting businesses and individuals in our local communities. We help businesses evaluate their risks and develop solutions tailored to their needs. We believe in empowering our employees. As a global firm, we offer employees resources in both technology and industry expertise, but we still maintain the local flavor of our offices. Our structure enables our teams to maintain their own unique, regional culture.   HUB is   one of   the   largest global insurance and employee benefits   brokers ,   providing   a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. With over   20 ,000 employees in   over   6 00   offices throughout North America, HUB has   grown substantially, in   part due to our   industry   leading...

Come join our team! There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the insurance industry. Fueled and driven by capable, committed people who share common beliefs and values and “bring it” every day, EPIC is always looking for people who have “the right stuff” – people who know what they want and aren’t afraid to make it happen. Headquartered in San Francisco and founded in 2007, our company has over 3,000 employees nationwide. With locations spread out across the U.S., our local market knowledge and industry expertise helps support our clients' regional and global needs. We have grown very quickly since our founding, and we continue to see growth and success thanks to our hard-working and growth-minded employees.  Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you're looking for in your next career? Then consider joining...

Who We Are At HUB International, we are a team of entrepreneurs. We believe in empowering our clients, and we do so by protecting businesses and individuals in our local communities. We help businesses evaluate their risks and develop solutions tailored to their needs. We believe in empowering our employees. As a global firm, we offer employees resources in both technology and industry expertise, but we still maintain the local flavor of our offices. Our structure enables our teams to maintain their own unique, regional culture. HUB is one of the largest global insurance and employee benefits broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. With over 17,000 employees in over 500 offices throughout North America, HUB has grown substantially, in part due to our industry leading success in mergers and acquisitions. What We Offer You At HUB International we...

Would you like to take ownership in a dynamic, high-growth business that truly walks the talk? Oswald Companies seeks goal-driven professionals ready to take their career to the next level. JOB PURPOSE Responsible to provide internal support to an account management team for an assigned book of business; collaborates with sales and service staff by account, interfaces with clients and carriers, maintains records, and performs other general administrative duties. ESSENTIAL DUTIES AND RESPONSIBILITIES Provides direct administrative support as required for assigned Client Managers and Practice Leaders; responds to requests for assistance in a timely and collaborative manner. Processes requests for Certificates of Insurance as specified by client or within 24 hours of receipt of request. Ensures client invoices are paid as scheduled; responds to a variety of client billing issues and works closely with the related carrier to resolve billing problems. Compiles...

Overview   America's Choice Insurance Partners is a full-service insurance agency that stands apart from the crowd. We serve an exclusive client base through a strategic partnership with the nation’s largest family-owned Recreational Vehicle retailer. We are the trusted advisors to the individuals and families throughout 33 states that have a passion for the recreation and outdoor lifestyle.   We are hiring an Account Manager / Client Services Representative . America's Choice welcomes recent college graduates as well as experienced professionals looking to grow in a new career. We are committed to your success and provide comprehensive training to help you thrive in the role. Responsibilities What You’ll Do: Serve as the primary point of contact for existing clients, delivering exceptional service and support Handle inbound client calls, emails, and service requests related to policies, billing, and account...

Who We Are   At HUB International, we are a team of entrepreneurs. We believe in empowering our clients, and we do so by protecting businesses and individuals in our local communities. We help businesses evaluate their risks and develop solutions tailored to their needs. We believe in empowering our employees. As a global firm, we offer employees resources in both technology and industry expertise, but we still maintain the local flavor of our offices. Our structure enables our teams to maintain their own unique, regional culture.   HUB is   one of   the   largest global insurance and employee benefits   brokers ,   providing   a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products   and services. With over   20 ,000 employees   in   over   6 0 0 offices throughout North America, HUB has   grown substantially, in   part due to our industry leading success...

Strategic Resource Manager Who We Are At HUB International, we are a team of entrepreneurs. We believe in empowering our clients, and we do so by protecting businesses and individuals in our local communities. We help businesses evaluate their risks and develop solutions tailored to their needs. We believe in empowering our employees. As a global firm, we offer employees resources in both technology and industry expertise, but we still maintain the local flavor of our offices. Our structure enables our teams to maintain their own unique, regional culture. HUB is the 5th largest global insurance and employee benefits broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. With over 16,000 employees in over 500 offices throughout North America, HUB has grown substantially, in part due to our industry leading success in mergers and acquisitions What We Offer You...

Position Title Government Banking-Relationship Manager Sr   Location Work From Home MI, MI 48098   Job Summary This position is responsible for generating and managing public sector business opportunities in an assigned territory. Responsibilities include creating revenue through generation of loans and deposit growth, and cross selling all applicable banking products and services including treasury management, card services, payroll services, and any required retail services.   Job Responsibilities: JOB RESPONSIBILITIES Business Development:  Responsible for business development of new public sector client relationships and the profitability of these relationships once obtained.  This includes any follow up tracking and reporting, and administrative functions that are required. Relationship Management:  Accountable for maintaining existing client relationships and expanding these relationships by cross selling appropriate bank products and investments with...

About Auris Auris is the payroll and HR partner built for small and medium-sized business who can’t afford to get it wrong. Trusted by over 50,000 business nationwide, Auris pairs easy-to-use technology with real human services to give leaders the confidence that every detail is done right - so they can focus on growing their team and their business. Acquired by Acrisure in 2025, Auris formerly Heartland Payroll is accelerating its vision to deliver seamless human-centered technology to help small businesses thrive. Job Summary Responsible for prospecting and running Auris Payroll presentations both in person and over the phone to small and mid-sized merchants and businesses to ultimately close deals within a fast sales cycle. As a Payroll Client Advisor you will report to a Payroll Division Manager and receive coaching from a Territory Manager. Activities include explaining our value proposition to clients via Atlas CRM, upselling current clients on other Heartland...

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Brown & Brown is seeking an Associate Account Manager to join our growing team in Troy, MI! This position serves as the secondary service contact for the Account Manager & Producer. This position is primarily responsible for assistance with data entry, day to day servicing, contract reviews, eligibility, and production of materials. How You Will Contribute: Provide general assistance to assigned Account Managers Help Account Managers prepare and review client paperwork, such as Renewal Questionnaires and Contracting/Renewal Paperwork Report client enrollment adds, changes, and terminations to carriers/vendors within 5-business days of receipt, or by last day of qualified event window, whichever is soonest Collect and review plan policies, contracts, certificates, plan documents, and SPDs and notify Account...

About Acrisure A global fintech leader, Acrisure empowers millions of ambitious businesses and individuals with the right solutions to grow boldly forward. Bringing cutting-edge technology and top-tier human support together, we connect clients with customized solutions across a range of insurance, reinsurance, payroll, benefits, cybersecurity, mortgage services – and more.  In the last twelve years, Acrisure has grown in revenue from $38 million to almost $5 billion and employs over 19,000 colleagues in more than 20 countries. Acrisure was built on entrepreneurial spirit. Prioritizing leadership, accountability, and collaboration, we equip our teams to work at the highest levels possible. Job Summary: Acrisure is seeking an Account Manager to join our growing team. The Account Manager is the primary day-to-day contact for all service needs for both external and internal customers. They are accountable for facilitating team service deliverables and managing...

Personal Lines Account Manager   Who We Are   At HUB International, we are a team of entrepreneurs. We believe in empowering our clients, and we do so by protecting businesses and individuals in our local communities. We help businesses evaluate their risks and develop solutions tailored to their needs. We believe in empowering our employees. As a global firm, we offer employees resources in both technology and industry expertise, but we still maintain the local flavor of our offices. Our structure enables our teams to maintain their own unique, regional culture.  HUB is one of the largest global insurance and employee benefits brokers, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. With over 20,000 employees in over 600 offices throughout North America, HUB has grown substantially, in part due to our industry leading success in mergers and acquisitions....

Position Title First Line Risk and Control Advisory Lead   Location Jackson, MI 49201   Job Summary The First Line Risk and Control Advisory (FLRCA) Lead will assist ensuring the team achieves and maintains a consistent and efficient approach to the review of all required materials. The Team Lead will help with the review of all or a sampling of BU data. For example, new and renewal accounts/loans post opening/boarding and funding, for approval, completeness and accuracy including but not limited to regulatory requirements (for example, CRE, C&I, Syndication and Small Business). In addition, the Team Lead will perform a wide variety of tasks related to quality control servicing according to established policies, procedures and regulatory guidelines thus ensuring overall quality and integrity of the Bank’s Lending or Deposit portfolio. The FLRCA Team Lead will contribute to the analysis of findings from the FLRCA Analysts and Specialists review to assist the team in...

Description Summary: As a CMF Warehouse Sr. Client Service Analyst – CSG Corporate Mortgage Finance , you will be responsible for providing outstanding service and executing the day-to-day operational functions for mortgage warehouse loans while ensuring compliance with the Policies and Procedures of Huntington’s Corporate Mortgage Finance Group (CMFG).  The CMF Client Service Analyst requires a minimum of 5 - 7 years of mortgage operational experience, preferably within mortgage finance; proven communication and collaboration skills and excellent organizational skills. This position reports to a CMF Operations Manager. Duties and Responsibilities: Handles loan activities for the warehouse lending business.  Warehouse processes that this role is charged with on a day-to-day basis include, but are not limited to: loan fundings, construction loan processing, collateral processing and aging, loan aging...

Who We Are   At HUB International, we are a team of entrepreneurs. We believe in empowering our clients, and we do so by protecting businesses and individuals in our local communities. We help businesses evaluate their risks and develop solutions tailored to their needs. We believe in empowering our employees. As a global firm, we offer employees resources in both technology and industry expertise, but we still maintain the local flavor of our offices. Our structure enables our teams to maintain their own unique, regional culture.   HUB is   one of   the   largest global insurance and employee benefits   brokers ,   providing   a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products   and services. With over   20 ,000 employees   in   over   6 0 0 offices throughout North America, HUB has   grown substantially, in   part due to our industry leading success...

At TruStage, we’re on a mission to make a brighter financial future accessible to everyone.  We put people first, and work hand in hand with employees and customers to create a diverse and inclusive environment. Passionate about building insurance and financial services solutions, we push the boundaries of what’s possible. We need you to help us shape what’s next. You’ll be encouraged to share your experiences, ideas and skills to help others take control of their financial future. Join a team that has received numerous awards for being a top place to work: TruStage awards and recognition Job Purpose:  This role applies legal, regulatory, compliance, and financial services product expertise to support the design, maintenance, testing, and delivery of compliant Compliance Solutions products and solutions. The position researches and interprets federal and state legal and regulatory requirements, translates those requirements into clear product functionality, business...

Description Summary: The Employee Benefits Account Manager possess a working knowledge of employee benefits products and processes.  Exercises sound judgment, acting independently with a high degree of accuracy, providing account management support to  Account Executive and Consultant colleagues. Prioritizes effectively and respond in optimal time frames while working in a fast-paced environment.   Demonstrates teamwork in daily service activities with internal colleagues leading into optimal client retention. Duties & Responsibilities: Provide administrative support to Account Executive and Senior Account Management team. Assist in creating presentation materials, spreadsheet reviews. Execute day to day service transactions for clients to ensure retention within optimal time frames. Act as client liaison between senior account management, account executive, and consultants. Responsible for completing...

Are you passionate about being part of a team at a Fortune 100 company with nearly $70 billion in annual sales that delivers extraordinary care to help individuals and businesses prepare for and protect their future? If so, then Nationwide Financial could be the place for you! At Nationwide®, “on your side” goes beyond just words. Our customers and partners are at the center of everything we do and we’re looking for associates who are passionate about delivering extraordinary care. This position will support the state of Michigan. The ideal candidate will  live in Central Michigan as this role will support plans in Genesee County, Ingham County and surronding and surrounding areas. Financial advisor experience preferred. The ideal candidate will have the following: Strong presentation and communication skills for effective seminar delivery. Excellent relationship-building abilities to foster connections with clients and stakeholders. Leadership skills to guide...